See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,973 | $91,552-18.1% | $133,956-44.0% | $79,858-6.1% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 17.91% | 61.85%-43.9pp | 45.09%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,182 | $2,384+75.5% | $3,919+6.7% | $2,471+69.3% |
| Participant deferral / active EE | $8,117 | $3,733+117.4% | $5,048+60.8% | $3,740+117.0% |
| Admin fee / account holder | $8,192 | $6,321+29.6% | $8,927-8.2% | $5,306+54.4% |